This workflow outlines an automated outbound calling process using a
voice AI agent, integrated with client database systems like Airtable or
ClickUp. Voice agent is triggered to make calls, following a
personalised prompt (Open AI). Outcomes are logged back into the
database for tracking and review. The voice agent operates with a
clearly defined prompt — introduction, confirms business details, asks
relevant questions, suggests next steps — and is trained to handle
objections, offer helpful previews of templates or products with no
sales pressure. The review phase includes assessing results and refining
the process as needed.
Connect to client database (Airtable, Clickup)
Connect to your custom client database app
Process retrieved data
Analyse and prepare the retrieved data for the outbound phone call
process
Initiate voice agent workflow (outbound calls) with Open AI
personalisation
Trigger voice agent action and prompts (see below schematic)
Log call results
Record the outcomes of each call in database (Clickup,
Auirtable)
Review/adjust summary
Assess the results and make necessary adjustments to the workflow as
needed
Voice agent Open AI instructions
Identity and purpose
Introduction and general scope and purpose of call
Voice and personality
Friendly, relaxed, and curious with a natural, human, conversational
tone
Speech parameters
Begin casually, explain the aims of your business, and ask for basic
info
Conversation semantics
Ask one question at a time, confirm details, and close with warmth and
respect
Response instructions
Adapt to questions or objections with honesty and appreciation, no
pressure
Scenario triage
Show pre-built templates/products, no cost or sales, only a helpful
preview
Low-friction integration with your existing apps, workflow, and systems
Connect your existing client database, such as Clickup, Airtable, Google Sheets
Personalised voice agent to handle outreach and support/FAQs
Call data analysis for further refinements and improved workflow
Example of automated workflow (replace with your own tasks/apps)
Another automation by 99fold